Financial Planning Associate

1 week ago


Hereford, Herefordshire, United Kingdom Kingfurness & Associates Full time

Kingfurness & Associates is a renowned provider of high-quality, independent financial planning services to individuals, families, and businesses.

Role Overview

This comprehensive role involves working closely with our experienced advisers to ensure seamless execution of financial plans and provision of exceptional client service.

The ideal candidate will possess strong technical knowledge, excellent communication skills, and the ability to work well under pressure.

  • Liaising with clients to obtain necessary information for financial planning purposes.
  • Assisting with inquiries and ensuring timely responses in line with regulatory requirements.
  • Analyzing technical data from providers and interpreting results to inform financial decisions.
  • Creating accurate cash flow analysis and suitability reports, requiring attention to detail and technical expertise.
  • Processing new business and monitoring progress to completion.
Requirements

To succeed in this role, candidates should possess:

  • A minimum of 2 years' experience as a Paraplanner, preferably in an independent financial advisory firm.
  • Exceptional organizational skills, with the ability to manage multiple tasks and deadlines.
  • Excellent written and verbal communication skills, with a strong focus on customer service.
  • A strong work ethic, flexibility, and commitment to continuous professional development.
  • A relevant diploma or degree in a related field, such as Regulated Financial Planning.
Benefits and Compensation

This position offers a competitive salary range of £32,000 - £45,000 per annum, depending on experience. Additional benefits include:

  • 25 days holiday + bank holidays.
  • Well-being program available.
  • Further study support.
  • Discretionary performance-linked quarterly bonus.

Job Type: Full-time, Permanent

Pay: £32,000.00-£45,000.00 per year



  • Hereford, Herefordshire, United Kingdom Kingfurness & Associates Full time

    Job Summary:We are seeking a highly experienced Paraplanning Specialist to join our dynamic team at Kingfurness & Associates in Hereford. As a key member of our independent financial planning team, you will play a crucial role in delivering high-quality services to our clients.


  • Hereford, Herefordshire, United Kingdom Hays Accountancy and Finance Full time

    Job DescriptionYour new role will be as a Senior Financial Planning Manager with an established retail business in Hereford, working closely with the data team to ensure accurate financial information and optimal business efficiency.Key Responsibilities:Lead commercial finance, financial planning, financial analytics, and management accounting.Manage a...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    Job SummaryThis role offers a unique opportunity to join a team of experienced professionals in the field of estate planning.You will have the freedom to manage your schedule and work independently.The company has a proven track record of helping individuals secure their assets, with over 50 years of experience in financial services.Responsibilities:As an...

  • Financial Controller

    3 months ago


    Hereford, Herefordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in the UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

  • Financial Director

    2 months ago


    Hereford, Herefordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Director to lead our finance team in Hereford, United Kingdom. The ideal candidate will have a strong background in financial planning, reporting, and analysis, with excellent leadership and communication skills.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage financial...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking an Estate Planning Specialist to join our team.The OpportunityIn this role, you will have the freedom to manage your schedule and work with clients to secure their assets. With over 50 years of experience in financial services, our client has helped thousands of...

  • Financial Director

    3 months ago


    Hereford, Herefordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in the UK. The successful candidate will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...


  • Hereford, Herefordshire, United Kingdom beBee Professionals Full time £18,000 - £25,000

    About the Role:At beBee Professionals in Hereford, we are committed to providing exceptional educational services to our students. We are currently seeking a highly skilled Learning Support Associate to join our team and contribute to our mission.As a Learning Support Associate, you will play a critical role in supporting our teaching staff by assisting with...

  • Financial Director

    1 month ago


    Hereford, Herefordshire, United Kingdom CVM Recruit Ltd Full time

    Job DescriptionWe are seeking an experienced Finance Manager to lead our team in a dynamic environment, providing accurate reports to senior members and advising on financial management.Provide sound financial advice to the senior management team.Offer expert advice on financial information to support business plans.Analyse financial reports and present...


  • Hereford, Herefordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Financial Planning and Analysis Expert WantedbeBee Professionals is seeking an experienced Finance Manager to join its finance team in Hereford, UK. The ideal candidate will have a strong background in financial planning and analysis, with excellent analytical and problem-solving skills.Main Responsibilities:Financial Planning: Develop and implement...


  • Hereford, Herefordshire, United Kingdom Hays Senior Finance Full time

    Your new opportunity awaits in Hereford with a leading retail business!">Job SummaryWe are seeking an experienced Commercial Finance Manager to join our team. In this role, you will lead commercial finance, financial planning, financial analytics, and management accounting. You will also manage 1 qualified and part-qualified accountant and work closely with...

  • Financial Leader

    1 week ago


    Hereford, Herefordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance Manager OpportunityWe are seeking a highly skilled Finance Manager to oversee financial planning, reporting, and analysis for beBee Professionals in the UK. This role involves ensuring the company's financial health and compliance with regulations.Main Responsibilities:Financial Reporting: Prepare comprehensive financial reports, forecasts, and...


  • Hereford, Herefordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is looking for a highly skilled Financial Director to join our finance team in Hereford.Job Description:Oversee financial planning, reporting, and analysis to inform business decisions.Lead the development of financial strategies and plans to achieve business objectives.Key Skills:Strong understanding of financial management principles...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    Job DescriptionCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, catering to an increasing demand due to a lack of wills among the population.In this role as a Estate Planning Specialist, you will have the freedom to manage your schedule and work independently, focusing on delivering exceptional estate planning...


  • Hereford, Herefordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly experienced Chief Financial Officer to lead our finance team in Hereford, United Kingdom. The ideal candidate will have a strong background in financial planning, reporting, and analysis, with excellent leadership and communication skills.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking a Financial Services Advisor to join our team.About the RoleThis is an exciting opportunity to join our team as a Financial Services Advisor. As a key member of our team, you will be responsible for providing expert advice on financial planning and estate...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    Job DescriptionCITRUS CONNECT LTD is seeking an experienced Estate Planning Consultant to join their team. This role offers a unique opportunity to work with a leading provider of Will Writing and Estate Planning services in the UK, a field that has become increasingly critical.The successful candidate will have the freedom to manage their schedule, allowing...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    About the OpportunityWe are seeking an experienced Estate Planning Consultant to join our team at CITRUS CONNECT LTD. In this role, you will have the freedom to work independently and manage your schedule effectively.Job DescriptionAs a key member of our Will Writing and Estate Planning services team, you will be responsible for helping individuals secure...


  • Hereford, Herefordshire, United Kingdom NHS Full time

    NHS Nursing Associate OpportunityDeliver high-quality, patient-centered care to older adults with mental health issues as part of a multi-disciplinary team.Main Responsibilities:Clinical handovers and effective patient care planning.Medication administration and risk assessments.Discharge planning and supervising healthcare support workers.About Us:...


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT Full time

    CITRUS CONNECT is a leading provider of Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, we have helped thousands of individuals secure their assets.The role of an Estate Planning Specialist at CITRUS CONNECT offers a unique opportunity to work in a high-demand industry with growth potential. As a...